A complete list of active advisors currently associated with Yale Capital Corp.

Warmer can help you find a great advisor at Yale Capital Corp. or one who fits your needs even better.

Yale Capital Corp. provides portfolio management and financial planning primarily to high‑net‑worth families, private investment funds, and U.S. institutions. The firm manages exchange‑traded securities and bonds and offers specialized support for tax‑advantaged holdings, including a stated focus on master limited partnerships and assistance with restricted securities and proceeds from company sales. The firm customizes strategies on a discretionary or non‑discretionary basis, using fundamental analysis and an emphasis on dividend‑bearing and tax‑efficient asset classes while continuously monitoring client portfolios. It employs tax‑aware techniques such as cross‑trades and tax‑loss realization and can act as general partner for client‑related limited partnerships when requested. Distinctive features include the availability of performance‑based (incentive) fee arrangements for qualified clients and a formal $10 million account minimum that the firm may waive only in limited circumstances, reflecting a concentrated focus on very high‑net‑worth relationships. Yale Capital is owner‑operated, manages several billion dollars on a discretionary basis, and documents procedures (including annual independent examinations for certain client partnerships) to address custody and allocation conflicts that can arise from its more specialized services.

To learn more about the advisors currently working at Yale Capital Corp., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.